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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-02-10 |
| NY | RA | APPROVED | 2021-04-19 |
| VT | RA | APPROVED | 2020-12-22 |
| TX | RA | APPROVED_RES | 2009-05-07 |
| CT | RA | APPROVED | 2006-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2006 | Present |
| Bank Of America, Na | New York | NY | 09/2009 | Present |
I*1517369For profit or not for profit: Name of outside business organization: M G Investment related: NAddress of business: Woodbury, New York, 11797, United StatesNature of business: Position, title, association: Executor, Start date of relationship: 10/5/2023Number of hours devoted: 2 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: Was named Executor in Merrill colleague Matthew Gold's Will. This occurred in 2023 with pre-clearance from OMT (J P). I*2199345, Entity Type: , Name of OBA: Rental Property 1, Address: New York, New York, 10128, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 04/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4995267, Entity Type Entity For Profit, Name of OBA: A2B Legacy Properties, LLC Address: Las Vegas Nevada 89149 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 07/20/2026 No Hours: 5 Weekly No Hours during trading: 0 Duties: 1 of 3 partners. Responsibilities will include sourcing real estate, securing a mortgage if needed, making decisions on home improvements, repairs, maintenance etc. Will also help manage P/L, cash flows, accounting, overall property management (self or outsourced). To invest in a portfolio of income producing properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-31 |
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